New plymouth branch: helping you stay on course

Change is a constant in life and
situations, needs and reliance on
money evolves over time. In the
past couple of years we have had to
cope with the unexpected in many
ways. It has taught us that we are
adaptable, resilient, robust and that
it pays to have a sound financial
plan. Sticking to a plan and seeking
advice is always important, but in
volatile times, when surrounding
noise seems to get louder and
louder, it is crucial.

The role of a good adviser is not to
predict the path of financial
markets, provide trading wins or to
be a stock picker, says Craigs
Investment Partners adviser Mark
Butterworth.

Our specialty is
putting together tailored portfolios
designed around your needs,
objectives and risk appetite. It is
about constructing your portfolio in
a way that grows and manages your
wealth and is sturdy enough to
withstand different market
conditions so you can sleep at night
and focus on other things in life.
“As investment advisers we act as
gatekeepers to short-term reactions
to help you stay on course and keep
your investment portfolio aligned
with your plan, regardless of what is
going on around you.

Craigs Investment Partners is one
of New Zealand’s largest
investment advisory firms with
over 180 investment advisers
across 19 branches. The New
Plymouth branch has nine qualified
local investment advisers who are
supported by six private wealth
assistants. The investment advice
Craigs provides is underpinned by
in-depth analysis from one of the
largest research teams in New
Zealand.

Throughout what has been a
challenging period for community
organisations, our branch has
proudly continued to support a
wide range of organisations in the
arts, sports, education and the
community. This includes the
50km a day challenge we
completed in March for the
Taranaki Rescue helicopter.It’s a
crucial part of our communities;
we all know someone that has
needed their help. Craigs raised
over $34,000 towards local
helicopter trusts nationwide – a
great result.” says Craigs Investment Partners adviser Sam Fastier.

The New Plymouth branch is also
a very proud supporter of the
Taranaki Foundation as well as
numerous sporting and cultural
organisations throughout the
region.

The team has also played an
influential role with the Taranaki
Kiwi Trust, regularly monitoring
traps in the Pouakai Ranges, with
the objective of eradicating invasive
species.

New Plymouth Branch: Back row (L-R): Mark Butterworth, Sinead Fraser, Shelley
Voullaire, Matthew Lee, Sam Fastier, Phil Armstrong, Hereward Basher, Andrew
Butterworth, Antoinette Hight. Front row (L-R): Leonie Stone, Renee Cadenhead,
Marlies Butland Delfos, Gayleen Innes, Sharyn Clarry, Nadia Hill, Christine Egarr

The New Plymouth branch is
looking forward to hosting Craigs’
national roadshow ‘State of the
Nation’ by Mark Lister, Head of
Private Wealth Research on 3
August. Mark will share his thoughts
on the latest market developments
and how this could impact investors.

This is the first one in New
Plymouth after two years of Covid
restrictions and this year Mark will
be joined by our CEO Simon Tong.

Now is a great time to use the
New Plymouth team’s knowledge
and expertise to help navigate the
current volatility and to build a plan
to achieve your investment goals. It all starts with a conversation so
get in touch with us today.

Contact Craigs Investment Partners
on 06 759 0015 or call into the
office at 9 Young Street, New
Plymouth.